DIMENSIONAL ETF TRUST's ticker is DFUS and the CUSIP is 25434V401. A total of 12 filers reported holding DIMENSIONAL ETF TRUST in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $397,739 | -3.1% | 8,544 | +0.3% | 0.66% | -3.2% |
| Q2 2023 | $410,310 | +27.6% | 8,520 | +17.3% | 0.68% | +18.9% |
| Q1 2023 | $321,500 | +6.7% | 7,266 | +0.3% | 0.58% | 0.0% |
| Q4 2022 | $301,385 | +3.9% | 7,243 | -2.9% | 0.58% | -3.5% |
| Q3 2022 | $290,000 | -4.3% | 7,461 | +0.4% | 0.60% | +8.3% |
| Q2 2022 | $303,000 | -16.5% | 7,432 | +0.4% | 0.55% | +1.7% |
| Q1 2022 | $363,000 | – | 7,406 | – | 0.54% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Wealthstream Advisors, Inc. | 692,003 | $26,864,000 | 28.86% |
| ML & R WEALTH MANAGEMENT LLC | 2,160,512 | $83,871,000 | 28.36% |
| G2 CAPITAL MANAGEMENT, LLC / OH | 1,528,453 | $59,335,000 | 27.46% |
| Relaxing Retirement Coach | 1,125,869 | $43,703,000 | 20.65% |
| Index Fund Advisors, Inc. | 6,058,815 | $235,203,000 | 18.21% |
| Colony Family Offices, LLC | 1,027,424 | $39,885,000 | 17.27% |
| Disciplined Equity Management, Inc. | 444,709 | $17,264,000 | 17.03% |
| DIXON FNANCIAL SERVICES, INC. | 496,932 | $19,291,000 | 15.17% |
| Equius Partners, Inc. | 1,068,467 | $41,478,000 | 14.90% |
| Plancorp, LLC | 5,709,515 | $221,643,000 | 14.78% |